1y return+8.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $124 against $143 in the S&P 500.2
General Atlantic, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LFTOLiftoff Mobile | $608.1M | 20.9% | New |
| DlocalCUSIP G29018101 | $606.3M | 20.9% | |
| CHYMChime | $435.4M | 15.0% | |
| ALKTAlkami | $351.1M | 12.1% | +26.4% |
| Xp, IncCUSIP G98239109 | $334.4M | 11.5% | |
| PharvarisCUSIP N69605108 | $226.5M | 7.8% | −18.4% |
| SPTXSeaport Therapeutics | $132.5M | 4.6% | New |
| NRIXNurix Therapeutics | $73.6M | 2.5% | −26.1% |
| RVMDRevolution Medicines | $67.0M | 2.3% | −49.4% |
| PBLSParabilis Medicines | $42.1M | 1.4% | New |
| RiskifiedCUSIP M8216R109 | $26.8M | 0.9% | |
| GROVGrove Collaborative | $3.1M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines | September 30, 2025 | +301.0% | $67.0M |
| NRIXNurix Therapeutics | December 31, 2025 | +27.9% | $73.6M |
| PharvarisCUSIP N69605108 | March 31, 2021 | +23.6% | $226.5M |
| GROVGrove Collaborative | June 30, 2023 | −29.4% | $3.1M |
| CHYMChime | June 30, 2025 | −40.7% | $435.4M |
| ALKTAlkami | June 30, 2021 | −49.2% | $351.1M |
| Xp, IncCUSIP G98239109 | June 30, 2020 | −61.3% | $334.4M |
| DlocalCUSIP G29018101 | June 30, 2021 | −75.3% | $606.3M |
| RiskifiedCUSIP M8216R109 | September 30, 2021 | −77.9% | $26.8M |
Sold off last quarter
- EWCZEuropean Wax Center was $75.8M
- Centessa PharmaceuticalsCUSIP 152309100 was $53.8M
- WebullCUSIP G9572D103 was $244K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +2.9% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | +6.5% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +12.7% | +5.4% |
| June 30, 2024 | −13.3% | +4.0% |
| December 31, 2023 | +16.6% | +11.2% |
| September 30, 2023 | +5.0% | −3.6% |
| June 30, 2023 | +2.2% | +8.3% |
| March 31, 2023 | +15.5% | +7.0% |
| December 31, 2022 | −13.8% | +7.1% |
| September 30, 2022 | +10.7% | −5.3% |
| June 30, 2022 | −25.6% | −16.5% |
| March 31, 2022 | −15.4% | −4.9% |
| December 31, 2021 | −26.0% | +10.7% |
| September 30, 2021 | −16.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: General Atlantic, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1017645&type=13F-HR&dateb=&owner=include&count=40CIK 1017645
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1017645/000095014226002338/Filed August 14, 2026 · accession 0000950142-26-002338